Howard is a founder and owner of the Strategy Management Group, Inc. and the Balanced Scorecard Institute. He is an author, performance management trainer and consultant, technologist, and keynote speaker with over 40 years’ experience in strategic planning, and performance measurement and management. He developed the Institute’s Nine Steps to Success™ balanced scorecard strategic planning and management framework in 1997. The framework is now used in over 200 organizations worldwide; more than 8000 people have taken his management system training, taught in English, Arabic, French, Vietnamese, and Spanish.
He has been a featured presenter and speaker at over 75 conferences and workshops worldwide. Howard has worked in over 60 countries and consulted to business and industry, state, local and Federal government entities, country governments, international agencies, and nonprofits worldwide. He advised businesses and 20 U.S. cities on how to implement better management practices while working as a consultant for Booz, Allen & Hamilton. He was on the team that won a Hammer Award, presented by Vice-President Al Gore for work on the National Performance Review (the GPRA legislation in the U.S., designed to improve government program effectiveness), and worked at the U.S. Department of Energy, where he co-authored the first national energy plan and several nuclear nonproliferation studies.
In 2013, he co-authored The Institute Way: Simplify Strategic Planning & Management with the Balanced Scorecard. At the Association for Strategic Planning, he co-authored the strategic planning and management Body of Knowledge, the international standard for the profession, and helped create the international certification program and examinations. As a Pioneer and member of the Association’s Board of Directors, Howard led the development of the Association’s long-term strategy and strategic plan. Howard served as Director of Strategic Planning and then Executive Director of the Advanced Nuclear Reactor R&D program at the U.S. Department of Energy in Washington DC. For several years he served as the Chairman of the Administrative Board for a large church in Gaithersburg, Maryland.
Howard has engineering degrees from Iowa State University and George Washington University. He received a 1000 Points of Light award for community service from President George Bush, a Distinguished Service Award while at the Department of Energy, and is a Business Leader Magazine Top 50 Entrepreneurs of the Triangle winner. He resides in the Raleigh, North Carolina area.
David Wilsey is a strategic planning and performance measurement specialist that works with organizations to improve strategic performance by helping them systematically design and execute strategy, increase employee focus on strategy and results, develop meaningful performance measurements / KPIs, develop consensus around strategy, prioritize more effectively, and improve use of performance management technology. He is an international strategic planning, balanced scorecard and performance measurement thought leader as co-author of The Institute Way – Simplify Strategic Planning and Management with the Balanced Scorecard, co-author of the Strategy Professional Resource Center’s Association for Strategic Planning SMP/SPP/SPA Certification Exam Study Guide, and the author of numerous articles and a widely read blog. He has led numerous Strategy Management Group (SMG) client engagements and has taught hundreds of participants over many years of balanced scorecard public and client-site workshops. He is one of only a handful of Licensed PuMP® (Performance Measure Process) Consultants in the world and is a certified Strategic Management Professional (Association for Strategic Planning). He has helped design all of SMG’s Certification Programs, offered in association with the George Washington University Center for Excellence in Public Leadership, part of the College of Professional Studies.
He has led numerous SMG client engagements and has taught hundreds of participants over many years of balanced scorecard public and client-site workshops. His clients have included UNICEF, the U.S. Border Patrol, KeyLogic Systems, Blue Man Group, Veolia Water NA, U.S. Centers for Medicare & Medicaid, Fort Bragg Army Garrison, Chicago Virtual Charter Schools, Greenville Utilities Commission (NC), Constellation Energy, Dalton Public Schools, HSA Bank, National Cancer Institute/OPIRM, Simmons Foods, the Society of Composers, Authors and Music Publishers of Canada (SOCAN), McLeod Software, CISCO Systems, Shat-R-Shield, and many more. David has experience in a wide range of fields, including consulting, training, engineering, website design, marketing, manufacturing, design, programming, research, education, and multimedia production.
His employment history includes tenures at SAS Institute, Holley Performance, Lunati Pistons, Nesbit Engineering and the University of North Carolina – Chapel Hill. He has a Bachelor’s degree in Music Education from Henderson State University and an MBA from North Carolina State University, with a concentration in Innovation Management.
Joe is the Vice President of Engagement and Delivery, as well as a senior consulting associate, who has 40+ years of extensive experience in business structuring, strategy formulation/implementation including balanced scorecard use, change management, and the design/execution of innovative operational business models/solutions in the private, public, and nonprofit sectors with first-line and executive level management positions.
Joe’s experiences included profit and loss responsibilities, in information technology (hardware and software), consulting, education, and publishing with the IBM Corporation, university senior management and instructor at the Milwaukee School of Engineering, alumnus of the inaugural executive-in-residence program for technology start-ups at the Plug and Play Technology incubator in Sunnyvale, CA, and consultant/instructor with the Balanced Scorecard Institute.
At Strategy Management Group (SMG), Joe is a project manager/team member for multiple for-profit, government, and non-profit strategy and balanced scorecard projects ranging from high-level organizational strategy to business units through aligned teams and individual strategy and scorecard development. SMG projects include Cisco, ADP, Community Action Program – San Bernardino County, USAF, KeyLogic Systems, Liebherr Mining Equipment – USA & France, Abu Dhabi Police Department, Fluor Corporation, Regional Resource Center Program – USA, Ethiopia Federal Ministry of Health, Ghana Civil Aviation Authority, Uganda Revenue Authority, Belize Water Services, Central Bank of Belize, cbm Canada, Canada Foundation for Innovation, Puerto Rico Science, Technology and Research Trust, Ghana State Enterprise Commission, Vital FSM PetroCorp, King Faisal Specialist Hospital and Research Centre, Caribbean Community Secretariat, US Army Training and Doctrine Command, San Mateo County Government, US Department of Defense – Defense Media Activity, Meadow Lark Transportation Solutions and the Saginaw Chippewa Tribal College.
Joe is certified by SMG and the George Washington University Center for Excellence in Public Leadership, part of the College of Professional Studies, as a certified Balanced Scorecard Master Professional and Project Manager Master Professional as well as a certified Effective Facilitator through the Leadership Strategies Institute and a certified Product Marketing Manager through the Pragmatic Marketing Institute. Joe maintains professional memberships in the Project Management Institute, Association for Strategic Planning, International Society for Performance, Center for Creative Leadership, Data Science Central, Strategic Management Society, Delta Mu Delta – International Honor Society in Business and the United States Naval Institute.
Assignments and projects have been in numerous domestic and international locations including North America, Mexico, Venezuela, Brazil, England, France, Germany, Italy, China, Japan, Taiwan, Australia, India, Ethiopia, South Africa, Ghana, Uganda, United Arab Emirates, Puerto Rico, Federated States of Micronesia, Guyana, Barbados and Saudi Arabia.
Joe has an MBA – Technology Management – University of Phoenix, 2005 and is a Doctoral candidate at the University of Phoenix.
Laurie is an Associate of Strategy Management Group, with more than 25 years of experience, working with executives and teams to align business investments and technology to achieve strategic objectives through the execution of project and portfolio management.
Her experience as a coach, strategist and project manager, coupled with her entrepreneurial drive, includes unique strategy execution leadership for private, non-profit, energy and higher education industries. Her responsibilities include designing project management frameworks and implementing systems to drive visibility of resource management. Laurie’s leadership and vision has helped executives embrace the process of establishing a Project Portfolio Management Office that brings value to the bottom line and ensures that the right work is getting done.
Laurie has exceptional facilitation and training skills with a strategic approach that makes her widely sought after for her expertise in delivering solutions that result in operational efficiencies and successful enterprise project implementations.
Laurie’s advocacy for advancing women in business has received numerous accolades. She serves as the Chapter Council Chair for the Association for Strategic Planning where she currently sits on the board.
An avid speaker and instructor, she delivers various presentations on topics including Governance, Project Portfolio Management and Technology strategy alignment. She holds a Masters of Information Systems Management from Keller School of Management, BA in Economics and French from Hollins University and is a Project Management Professional.
Wes Balakian is a Senior Associate with over 30 years’ experience in the business management field as a project management consultant, trainer, author and technologist. An internationally known speaker, facilitator, and trainer with over 200 presentations, webcasts, and workshops to his credit, Wes is the original developer and author of the “Ultimate Project Management training program” covering twenty different courses in portfolio, program and project management including exam certification. He also authored Harnessing the Power of Project Management, and five other published books on project management. He developed TSI’s public workshop training curriculum which now spans close to 100 classes. He has authored and facilitated numerous planning off-sites, workshops, and training courses on strategic alignment, strategic planning, performance measurement and management, and information technology. Wes has trained several thousand people from more than twenty countries in how to build, implement, and sustain project management teams and PMO’s that are scalable and repeatable business delivery systems.
Wes is a Project Management Professional (PMP®), and is an active member of the Project Management Institute Global Operations Center leadership team for the past seventeen years. He has served on the Board of Directors, strategic committees, and held positions of VP of Education and elected Chair in various roles at the institute. Currently Wes is an Advisory board member of the Registered Education Program representing North America. Wes was also newly appointed on a strategic planning committee as an advisor, coach and contributor with the Association for Strategic Planning. He is a member of the Association of Talent Development, The Project Management Institute and The Association for Strategic Planning. In 2010, True Solutions Inc was named one of the top ten Diversity companies to work for in Texas.
Juliette Bastian is the Director, Engagement/Delivery and Senior Consulting Associate with over 28 years of progressive experience in all areas of business administration with governmental and non-profit organizations. She has a proven track record of leadership skills and accomplishments resulting in increased efficiencies, successful project management and effective solutions.
Her experience includes strategic planning leadership for a private non-profit community action agency as well as other executive and management level positions. Her responsibilities have included management consulting, change management, organizational development, special projects, and representation for local government entities at the state and national levels.
Juliette was unanimously appointed by the Board of Supervisors to a leadership position with the responsibility of maintaining accurate records for the largest county in the contiguous United States. She holds the distinguished honor of the first African-American appointed to this position in the state of California.
She has strong leadership, public presentation, educational training, marketing, consulting, analytical, change management, administrative and people skills and has organized and lead numerous fundraising efforts, conferences and other special projects.
Juliette holds a BA in Business Administration from Cal State San Bernardino and is a certified Balanced Scorecard Master Professional, a certified American Management Associate, a Certified Public Office Employee as well as a Passion Test Facilitator.
Kirsten Dubuc, BSP
Kirsten is the Director of Human Resources and Communications. She is a skilled human resources professional with 28 years of experience in Human Resource management, including recruiting, resource management systems, competency and capability frameworks and development, staff productivity and utilization, personnel assessment processes and programs, compensation, staff career development and counseling, performance management, retention and attrition strategy and goal setting, as well as handling terminations and reductions in force (RIFs). Kirsten is also knowledgeable in benefits planning and administration, and has experience with public relations, communications, and event planning.
At the Strategy Management Group, Kirsten is a member of the Executive Leadership team with responsibilities for forecasting business needs and performance planning, analysis, and execution. She is responsible for the employee policies and procedures, diversity, inclusion and ethics, annual assessment process, and all aspects of employee relations and compensation planning. She acts as an advisor to the Leadership Team on strategic HR issues, including: employee relation issues, training, goal setting, and career development. Kirsten also manages the company’s domestic and international conference planning; she has organized and managed events in the US, as well as in several Middle East countries.
Kirsten’s career has spanned multiple industries, including technology, government, non-profits, and financial institutions. She has worked for Deloitte Consulting, PriceWaterhouseCoopers, Coopers & Lybrand, Freddie Mac, and General Dynamics.
Kirsten is a certified Balanced Scorecard Professional (BSP) and holds a BS degree in Communications and Public Relations from James Madison University; she has won several Service Awards during her career.
Ken Dufault is a well-rounded Senior Leader and a Strategy Management Group Consultant. He has over 25 years of strategic planning, facilitating, coaching, leading and mentoring human performance in the private and public business and service sectors. Over the past decade Ken has facilitated learning for hundreds of professionals in the areas of: Performance Management, Leadership Excellence, Change Management, Sales Force Optimization and High Performance Selling Skills.
Ken is passionate about business with a keen focus on Strategy Execution and alignment of Human Performance. He facilitates monthly sessions for emerging leaders in the area of Leadership Development. Ken has presented on local, national and international stages for audiences of various sizes on topics ranging from Sales Force Optimization, Relationship Management and Strategy Execution. He has lectured at the University and College level. He has presented to many professional groups including Physician and Nursing Associations.
Ken has led businesses in the retail sector as a National Retail Manager of a Global Medical Device Company and Vice President and General Manager of a Medical Distribution company. Ken is a proud member of the University Of Manitoba Asper School of Business Associates. Also a member of the Manitoba Chamber of Commerce and a continuous supporter of Junior Achievement. Ken is an Advisory Board member for a pharmaceutical company and is a current mentor for Futurpreneur where he actively mentors young start-up entrepreneurs. In addition to an Executive Masters of Business Administration degree, Ken holds certifications as a Balanced Scorecard Professional, Balanced Scorecard Master Professional, Certified Lean Six Sigma, and Change Leadership.
Core Curriculum Design & Development
Group Facilitation and Instruction
Financial and Human Resource Management
Project Management and Change Implementation
Leadership Development and Coaching
Performance Management Systems: Design and Implementation
Standard Operating Procedures Development
Organizational Theory and Design Structure
Academic & Industry Accreditation
MBA – Executive Masters of Business Administration
PBDM – Post Baccalaureate Diploma in Management
Certified in Profiles International: Profiles XT & 360 Assessments
Green Belt – Lean Six Sigma
BSMP – Balanced Scorecard Master Professional
BSP – Balanced Scorecard Professional
Jay Eubanks is a Senior Associate with the Balanced Scorecard Institute and the Strategy Management Group, Inc. Jay brings 15 years’ expertise in the areas of performance management, strategy, change management, training, organization development, and organization transformation. He works with Executives and Leaders in both public and private sector organizations and uses proven methods, approaches, and frameworks to improve vision, execution, and performance focused on results. Jay’s expertise helps organizations develop and use strategic planning, performance measures, acquisition management, budgeting, change management, and strategic communications to improve organizations efficiency and results.
As a trusted advisor and consultant, Jay works with political and executive-level government officials from Federal, state, and local government agencies in the assessment, implementation, and reporting of performance. Past clients include the United States Army and Navy, the Departments of Homeland Security, Energy, Commerce, Veterans Affairs, and the Federal Energy Regulatory Commission (FERC). He has also worked with several State and local governments, including Arizona, Florida, Maryland, Texas, the City of Phoenix, and Southern California Regional Rail Authority.
Jay’s private sector experience includes assignments with GroundSwell, Execute To Win, Phoenix Soccer Development Group, United Technologies, and others.
During his career Jay has worked at The Performance Institute, ICF International, and Enlighteneering Since 2012, Jay has owned and operated the consulting firm 2B Performance, LLC. Jay graduated in 2001 from Northern Arizona University with a Bachelor of Science in American Political Studies with emphasis on the American Legal System. He is certified by Prosci in Change Management and is also a Certified Government Performance Manager.
Pamela Freeland, a Senior Associate with Strategy Management Group, is a strategic planning consultant, facilitator, and trainer with over 35 years of experience in health care and working with non-profit and public entities. She has led numerous planning and training engagements with clients nation-wide as well as joining a team of experts in training leaders aligned with the Ministry of Health in Ethiopia. As founder and president of StrategySync, Pamela brings expertise in strategy design, balanced scorecard, strategic management, and consensus building, and group facilitation to assist clients in designing and leveraging transformational strategy within their organizations.
As an executive with leadership and management accountability for strategic planning, Pamela facilitated strategic planning for over 20 years at MeritCare Health System (a large integrated health care delivery system now known as Sanford Health System) in Fargo, ND. She continues to provide consultation and coaching to profit, non- profit and public entities nation-wide in creating vision and strategy, incorporating the balanced scorecard methodology as a powerful approach to successful strategy development, and designing organization-specific approaches for ongoing strategy management. She brings particular expertise in health-related organizations, municipalities, and non-profits in the public sector.
Pamela has provided specialized training on the balanced scorecard and strategic management and has been a co-instructor for Strategy Management Group’s certification program. She has taught Organizational Communication and Change Management in an MBA/Master of Management program. Pamela brings advanced training in facilitation, group dynamics, and numerous thinking and group process tools, having completed a Mastery program in the Technology of Participation through the Institute of Cultural Affairs. In addition to applying facilitation skills in her work with the balanced scorecard, she is called upon to engage groups in complex problem solving, bring groups to consensus, or work with teams to address specific issues or questions. Pamela received her MS in Nursing from the University of Minnesota and an MBA from Minnesota State University, Moorhead.
Henry Gonzalez is a Strategy Management Group (SMG) Senior Associate with more than 30 years of federal government service.
He has helped clients with strategic planning, leadership, acquisitions, and program management. In addition to teaching SMG classes on strategic planning and balanced scorecard, he also teaches leadership courses associated with Dr. Stephen Covey’s best-selling book, “The 7 Habits of Highly Effective People”, continuing the similar facilitation work he had done earlier in his career for the Department of the Navy. He brings his perspective as an accomplished practitioner to these leadership classes.
His federal career as an engineer, manager and senior executive focused on program management and acquisition of advanced technology systems for national missions in naval warfare, air traffic management and homeland security/law enforcement. He led organizations of up to 400 federal employees, oftentimes assigned to integrate disparate units with new organizational missions or to turn poor performance around. Henry also led strategic planning efforts for agency components of up to 35,000 employees and used the balanced scorecard approach in a major regional and operational organizational unit. As a seasoned executive, during the last few years of his federal career he focused on solving complex agency-level and cross-agency issues through collaborative leadership, rational analysis and strategic communications.
Beside his professional life and experience, Henry has been very active with non-profit volunteer organizations. He is the Vice President of a national historic lighthouse preservation organization and was co-leader of the non-profit’s first Strategic Plan and is on its Strategic Planning Committee. He and his wife also recently started a non-profit to support the primary, secondary and university education of over 400 children and students in a remote area of Haiti.
Henry holds a Bachelor’s of Science degree in Ocean Engineering from Florida Atlantic University, as well as Master’s of Science degrees in Ocean Engineering and in Ocean Systems Management from the Massachusetts Institute of Technology, where he was also a Graduate Research Assistant.
Bill Hodges is a Strategy Management Group Senior Associate who has helped numerous private and public sector organizations develop, implement, and improve their strategy and performance management systems.
He has over thirty years U.S. and UK experience driving the connection between “big picture” strategy with operations and initiatives for emerging, middle-market and global companies, nonprofit organizations, and governmental entities. He has worked with senior executives to drive data-based decision-making, transparency, and accountability for results. Key competencies include Balanced Scorecard development and implementation, enterprise performance management, strategic planning, initiative development and management, project management, Baldrige quality criteria, lean six sigma, and cross-functional team leadership.
His skills have proven useful to companies from a variety of industries and sectors worldwide. Organizations for which he has worked include for-profit corporations such as GE, IBM, Entergy, and Media General, and public institutions such as the Commonwealth of Massachusetts, the city government of Charlotte, NC, and the BBC. Previously he served as an examiner with the Tennessee Center for Performance Excellence, where he assisted a healthcare organization on its journey to excellence.
Bill received his BA from Harvard University in Government, and his MBA from the Darden School of Business at the University of Virginia, where he was also an elected member of the Student-Faculty Council. He was a member of the R.H. Boyd Leadership Society of the United Way of Metropolitan Nashville, and is currently serving the Topsfield, MA community as an elected member of the Masconomet Regional School Committee.
Richard is a Senior Consultant with the Strategy Management Group/Balanced Scorecard Institute (BSI) and Director of Strategy Execution. Richard has led operations for profit and non-profit organizations in the US, Latin America, and the Middle East, and served in multiple executive-level roles over the last 20 years.
Richard’s passion is helping organizations solve problems and implement strategy. His experience gives him a unique perspective on challenges and decisions that organizations with complex designs face while on their Balanced Scorecard journey, including establishing and improving strategy management and project management offices (SMOs and PMOs) and functions, project review boards and governance processes, alignment of strategy to individual goals, and performance reviews and reporting functions.
Previously, Richard was Executive Director, Project and Performance Management for a mid-sized nonprofit that offers diverse services through its healthcare subsidiaries in San Antonio, Texas. There he led the PMO and established the SMO/strategic planning process for the parent organization, its five subsidiaries, and support units. He led his organization in implementing BSI’s Nine Steps to Success™ strategy framework, where his efforts led his organization being awarded BSI’s Award for Excellence, an award given to organizations that demonstrate significant breakthrough results using the balanced scorecard approach.
Richard also has served as CEO of a community action agency, led security operations of over 750 staff in the Middle East, served in the US Marine Reconnaissance community, and worked abroad in Mexico City, Mexico and Lima, Peru.
Richard earned his Bachelor of Science degree in Healthcare Administration from Texas State University and his MBA from Sul Ross State University. He also earned Executive Certificates in Project Management from Universidad ESAN in Lima, Peru and in Measuring and Improving Business Performance from Cornell University. Richard holds certifications as a Balanced Scorecard Master Professional (BSMP-BSI), Project Management Professional (PMP-PMI), and Key Performance Indicator Professional (KPIP-BSI). Richard was also a secondary author for A Guide to the Business Architecture Body of Knowledge® (BIZBOK® Guide), v 5.1; 2016.
Mark is a technology and business manager with 30 years experience in engineering, marketing, sales and general management. His expertise is the development and launch of disruptive, breakthrough products to global market segments. Mark’s focus is on balanced scorecard systems and strategic initiatives for technology companies.
Mark’s years of consulting experience in strategic planning and support services for M&A is complemented by 30 years of experience in high tech equipment firms, including VP/GM roles within Schlumberger (SLB), JDS Uniphase (JDSU) and others, as well as M&A experiences in acquisition, divestiture, integration, and operation of merged entities.
Mark’s international business experience includes customer engagements in Europe, Japan, Korea, Taiwan, PRC and Southeast Asia. He has established and managed international sales and support channels, as well as multi-million dollar capital equipment co-development projects.
As a technologist, Mark holds 6 patents and has been published in major technology forums. He is experienced in semiconductor test and diagnostics, complex real-time s/w systems, as well as information and collaboration systems.
Mark holds a BSEE from the University of Pittsburgh. He began his career as an engineer with Rockwell (ROK) and Tektronix, before spending 10 years with Tokyo based Advantest (ATE), aiding in the formation and growth of its US subsidiary.
Doug Maris is a Strategy Management Group Senior Associate with over twenty-five years’ executive leadership and strategy experience. He is an experienced facilitator and exceptional instructor. As a big-picture thinker and problem solver, he strives to help organizations focus on what matters most, make better strategic decisions, and grow.
Doug’s vast healthcare experience includes serving as a Senior Director of Business Development for a senior healthcare company where he developed, launched, and led a strategic management system for a large healthcare organization with 2,200 employees and $175 million annual budget. He also served as Executive Director for three large senior living/healthcare communities, responsible for over 600 employees and successful fiscal management of a $10,000,000+ annual operations budgets. While serving with a large senior living/healthcare non-profit organization, Doug served as project manager/lead for major corporate-wide change initiatives and projects (including integration to electronic health record platform, centralizing procurement automation and systems, establishing executive team dashboards, creating systems for increasing utilization of rehab service line, and initiating new reporting and metrics systems). Additionally he wrote and executed the business plan to launch a large pharmacy serving multiple campuses throughout Illinois and generating additional revenues for the company.
Other healthcare experience includes serving as a six-year member of the board of directors for his local hospital, serving on the strategy and ethics committees. He has provided strategy consulting and training services for hospitals, senior living organizations, and aging services associations. He has lectured for healthcare associations including Life Services Network and the LeadingAge PEAK Summit. Doug also has many years’ experience assisting non-profit organizations with articulating a strategic & operating plan with a focus on execution and developing key performance metrics.
Doug has also led two large churches as senior pastor through significant seasons of growth and outreach via major strategic management and change processes. Additionally, he has taught as an adjunct professor for Lincoln Christian University for over twenty years offering college and graduate-level courses. He is also former 6-year board director with the Abraham Lincoln Memorial Hospital and current second-term board member of the Olympia Community Unit School District #16.
Doug earned his M.A. and M.Div. from Lincoln Christian University. He also earned the Strategic Management Certificate from DePaul University and is a Certified Strategic Management Professional and Certified Strategic Planning Professional, both through the Association for Strategic Planning. Doug is also a Certified Balanced Scorecard Professional and a member of the International Association of Facilitators.
He enjoys attending his children’s extracurricular sports and activities, reading, boating, golf, and the Chicago Cubs (sometimes).
Robert is a business-driven leader with 20 years of proven success managing, developing and leading business operations, nationally and internationally, that consistently achieved revenue, profitability, market share, customer satisfaction, and retention goals.
Accomplished in strategic planning and execution, sales and marketing management, organizational restructuring, change management, process improvement, P&L management, and problem-solving.
He has a broad base of educational depth and functional expertise that includes:
- Balanced Scorecard Strategic Planning Professional
- Project Management
- Lean Management & Six Sigma
- Total Quality Management
Work experience includes:
- Worldwide Business Operations leadership for a $1.5B Line of Business
- Country Managing Director with responsibility for a $12M operation
- Managing Director for a $14M global business operation
- Chief Chemist (Caribbean Subsidiaries) for a multinational corporation
Robert is very active in his community, and has served in the following capacities:
- President of the Jamaica Exporters Association
- Vice President of the Harbor Restoration Foundation
- President of Jamaica Save the Children Fund
- Member Refugee Hope Partners
Dr. Sandy McLure
Dr. Sandy McLure is a Strategy Management Group (SMG) Senior Associate and an experienced analyst, evaluator, and facilitator, with over 30 years experience working for the multinational corporation, Unilever. He is a Chartered Mechanical Engineer (UK) and fulfilled a wide variety of engineering management positions during his Unilever career in the UK, The Netherlands and Zimbabwe. He spent much of his last 10 years with Unilever improving asset productivity by promoting and developing the application of Professional Project Management and associated tools and techniques such as Value Management, Value Engineering and Risk Analysis/Management. During this period, he was also actively involved in implementing TQM in his unit, leading to ISO 9001 certification.
For SMG, Sandy has experience building balanced scorecards for clients such as a construction company, a photonics equipment manufacturer, a professional association, a consulting company, a satellite communications company and an international organization. Sandy is also an instructor for many of the SMG’s courses, including the Balanced Scorecard Master Professional Certification course, the Balanced Scorecard Professional Certification Boot Camp, Advanced Balanced Scorecard, Introduction to the Balanced Scorecard and Developing Meaningful Performance Measures.
Sandy also has federal government experience as a contractor to the Department of Labor for cost-benefit analysis and budget/performance integration, the Department of Transportation for competitive sourcing, and Office of Management & Budget for an E Gov project.
Sandy has B.Sc. (1st Class Honours) and Ph.D. degrees in Mechanical Engineering from the University of Glasgow, Scotland. He is a Member of the Institution of Mechanical Engineers (UK) and obtained a Certified Diploma in Accounting and Finance from the UK ACCA. He has been Chairman of the Value Management Group of the Dutch Association of Cost Engineers and Chairman of the UK Institute of Value Management.
Suzy Nisbet, SPHR, CCP
Suzy Nisbet is a Human Resources Management Consultant and a Strategy Management Group (SMG) Senior Consultant. She has over 25 years of human resources and strategic management experience as a consultant, facilitator, and practitioner. She provides expert advice and guidance to companies in the private sector, including manufacturing, technology, life sciences, healthcare, and services. Suzy also regularly consults with government, university, and non-profit clients.
In addition to working 11 years at SAS, the world’s largest privately held software company, Suzy also held management roles at BuildNet and the N.C. Office of State Personnel. She now helps clients build strategic management plans to create a results-oriented environment. Through coaching executives and managers in positive employee engagement, Suzy focuses on individual alignment with top-level strategy. Sample SMG clients that Suzy has served include Liebherr Group, Tolko Industries, Arapahoe County Government, Wake County Community Services, Fort Bragg, Capital Metro Austin, U.S. Defense Accounting and Finance Service, and Ethiopia Federal Ministry of Health.
Suzy is an instructor for Duke University Continuing Studies and is a regular presenter at human resource management professional association meetings and conferences. In addition to a Bachelor of Arts degree (magna cum laude) from Campbell University, Suzy holds certifications as a Balanced Scorecard Professional, Senior Professional in Human Resources, Certified Compensation Professional, and Global Remuneration Professional.
Mr. Brook Rolter is a management and organizational development consultant with over 20 years of experience assisting organizations with strategic and operational changes. Utilizing a comprehensive approach combining management, organizational development, and facilitation expertise, he engages and coordinates multiple perspectives to deliver practical approaches for organizational improvements and measuring performance.
Brook has assisted organizations in federal, private, and nonprofit sectors. Within the Federal sector, he supported Agencies to develop and implement organizational strategies and performance programs to improve internal management, link strategy with performance, and satisfy oversight reporting requirements. Brook has assisted numerous inter Agency and inter Department programs with internal management and external oversight reporting, including within the National Counterterrorism Center, the National Children’s Study, The Joint Pipeline Office, and the National Interagency Fire Center.
Within the private sector Brook has domestic and international experience with aerospace, banking, oil and gas, publishing, manufacturing, and telecommunications. He has helped clients understand stakeholder and customer feedback to balance opinion based discussions in the planning process; analyze organizational performance; clarify strategic directions and priorities; deploy strategies; and install integrated management processes to link strategy and performance. Additionally, Mr. Rolter developed and instituted the approach and tools for a major international business and consulting services firm to facilitate and guide clients’ implementation of changes within their organizations.
Brook has delivered numerous presentations and trainings on organizational performance, metrics, Six Sigma, quality management, re-engineering, bench-marking, team development, and other management tools.
Brook holds a Masters of Business Administration from the Anderson School of Business at UCLA, a Bachelor of Science in Mechanical Engineering from Cornell University, and is a graduate of Georgetown University’s Organizational Development and Change Management Program. He is active in the Organizational Development Network, American Society for Quality, and the Association for Strategic Planners, and has been a member of Board of Examiners for Malcolm Baldrige National Quality Award. He is also a licensed PuMP® Consultant.
Dr. Gardner Shaw
Dr. Gardner Shaw is a Strategy Management Group Senior Associate. Dr. Shaw is a management consultant and executive trainer who focuses on helping organizations achieve better results. He has over 20 years of experience in management, applied statistics, organizational behavior, training and facilitation, and policy implementation. Much of Dr. Shaw’s work has been with the senior leadership of organizations, in strategic planning, performance measurement, and system/process analysis. He has designed and delivered courses in performance measurement, process analysis and process management for managers and internal consultants, and is a frequent speaker at conferences on performance management.
He worked (in conjunction with Howard Rohm) to develop a Balanced Scorecard Strategic Management System for the Joint Interagency Task Force – East, and to provide training in performance measurement of IT professionals in GSA. He has also worked with the several agencies in the Department of Labor in improving the linkage of their performance measures to their mission, and identifying more outcome-oriented measures, as well as assisting in specific performance and process improvement initiatives. Dr. Shaw worked with senior managers of the FDIC in developing results-oriented performance measures of agency performance, as part of Strategic Planning process. He worked with Division managers within FDIC in developing Annual Performance Plans.
In addition, he has provided strategic planning support to such organizations as the Defense Intelligence Agency, the Joint Staff, and the National Institute for Occupational Safety and Health. He has provided support in performance measurement and process improvement to Federal agencies that include the Internal Revenue Service, the Joint Staff, and the Defense Security Service. Dr. Shaw has served as a senior consultant with Process Management International (PMI), providing consulting, facilitation, and training expertise to a variety of government sector clients. Prior to working with PMI, Dr. Shaw provided consultation and training support to the U.S. Environmental Protection Agency and the Department of Energy’s civilian radioactive waste management program.
Dr. Shaw was a member of the faculty of SUNY Buffalo, where he did research and writing in organizational behavior and inter-organizational relations, and taught in the areas of public management, applied statistics, public policy analysis, and economic and risk assessment. He has also served as director of research for a private, non-for-profit business association, as a high school principal, and as a secondary school teacher.
Terry is a Certified Balanced Scorecard Master Professional and the Training Manager and Senior Associate with over 30 years of experience working in both the private and public sectors. As the former CEO of two successful business ventures, he has held various managerial and leadership positions over his career and has expertise in balanced scorecard, strategic planning, performance measurement, staffing analysis, work-flow analysis, time and motion studies, organizational assessment and work-load analysis. As an international consultant, facilitator and lecturer, he has developed and taught courses on a wide variety of topics, including balanced scorecard, performance measurement, strategic planning, promotional processes, and facility/property management. He has lectured throughout the United States, Canada and the Middle East on a variety of topics.
Terry has provided training and consulting services to both domestic and international clients such as the Abu Dhabi Police, the US Border Patrol, Linde Process Plants, the City of Richmond, VA, Five Acres and the United Methodist Church GCORR. Terry has also worked closely with many governmental entities in assisting them with developing meaningful performance measures to improve organizational performance. He was responsible for the development, implementation and management of the Balanced Scorecard process for a law enforcement agency comprised of more than 3,200 employees. This process included the procurement, implementation and administration of a performance based software management program.
Terry has a Master’s Degree in Managerial Leadership from National-Louis University, a Bachelor’s Degree in Finance from Olivet Nazarene University, and an Associate’s Degree in Law Enforcement from Carl Sandburg College. He also received certification as an Advanced Planner from IALEP (International Association of Law Enforcement Planners). Terry is a registered Investment Advisor Representative and holds a Series 65 license from the SEC (Securities and Exchange Commission). He also maintains Series 6, 63 and 26 licenses with FINRA (Financial Industry Regulatory Authority) and is a former assessor for CALEA (Commission on Law Enforcement Accreditation).
Sarah Tao, PhD
Sarah Tao is an energetic, motivated, and hard-working analyst with a five-year proven track record of success in academia and technology commercialization. On her journey to complete her doctoral degree, she published five journal articles and presented nine international conference proceedings. She is also a great communicator with leadership skills, accustomed to multi-tasking and thriving in cross-functional business environments. She has developed curriculum for and taught three classes at Kent State University and NC State University, while also mentoring and challenging students to reach their full potential. Sarah is passionate about acquiring new skills, solving complex problems, and enriching team dynamics.
Through her past work experience, she has mastered the following skills:
- Research design
- Academic and industry market research
- Data analysis (AMOS, SPSS, Stata, JMP, MS Excel)
- Teaching and public speaking
- Effective team communication (MS SharePoint, Innovation Pipeline)
- Oral and written presentations (MS PowerPoint)
- Managing customer relationships (Dynamic CRM)
Technology Commercialization Skills
- Product development
- Product launching
- Market strategy creation
Sarah has a Ph.D. in Textile Technology Management from NC State University, and holds a Master’s degree in Fashion from Kent State University, and a Bachelor’s degree in Marketing from Case Western Reserve University.
Dr. Gerald Turner
Dr. Gerald A. Turner is a Strategy Management Group (SMG) Senior Associate. He is also a certified Balanced Scorecard Professional (BSP) and has been with SMG for over 12 years. Gerald is a business entrepreneur, executive coach, trainer, and consultant to executive management with 38+ years of global business management experience. Throughout his career, as trusted advisor to executive leadership teams, he has developed high-impact, results-oriented solutions to resolve key business performance and productivity issues that generate value deficiencies. His approaches and methods may include The Balanced Scorecard, Enterprise Transformation & Leadership, Corporate Performance Management, Business Systems Dynamics, Logic Model, The Performance Prism, Advanced Program Management, The Baldrige Award, and EFQM-BEM. He has advanced through various positions of increasing responsibility including engineering & technology director, chief systems engineer, VP of operations, COO, CEO and senior consultant to executive management. He has also acquired extensive business performance management experience as a senior consultant and executive advisor within Cap Gemini, Ernst & Young Consulting, Accenture, Hitachi Consulting, and Booz Allen Hamilton. His most recent engagements have included development of state-of-the-art enterprise transformation and change leadership programs for major Fortune 500 corporations in Europe, the Middle East, Africa, The Americas, Asia, Caribbean Basin, Pacific Rim, Mexico, and Canada.
Dr. Turner holds an AS in Electrical-Electronic Engineering Technology, BS in Electrical Engineering, BS in Mechanical Engineering, and MS in Industrial Systems Engineering & Management from Cleveland State University’s Fenn College of Engineering, and an Executive MBA in Systems Dynamics & Management from Baldwin-Wallace University. He also holds an earned PhD in Operations Research & Systems Management from Columbia and has recently completed post-doctoral studies in Business & Systems Dynamics at the Massachusetts Institute of Technology (MIT). He has been a guest lecturer and visiting professor in executive management and MBA programs at a variety of universities throughout the US including the University of Texas at Dallas, University of Dallas, Old Dominion University, Norfolk State University, Cleveland State University, Baldwin-Wallace University, George Washington University, and Texas A&M in the areas of Enterprise Transformation, Systems Engineering & Management, Operations Research, Supply Chain Optimization, Operations Management, and Strategic Program-Project Management. He is also a Certified Management Consultant (CMC®), Certified Program Manager (CPgM®), Certified in Systems Management (CSM) and a Licensed Registered Professional Engineer (PE®) in Electrical and Mechanical Engineering.
Dr. Turner’s professional affiliations have included the Association for Strategic Planning (ASP), MIT System Dynamics Society (SDS), International Society for Performance Improvement (ISPI), Project Management Institute (PMI), Performance Measurement Association (PMA-UK), International Council on Systems Engineering (INCOSE), Institute of Management Consultants (IMC), The Peter F. Drucker Society, Armed Forces Communications & Electronics Association (AFCEA), Aeronautics & Aerospace Institute (AAI), National Society of Professional Engineers (NSPE), Institute of Management Accountants IMA), Institute for Operations Research & Management Science (INFORMS), Institute of Electrical & Electronics Engineers (IEEE), The Institute of Industrial Engineers (IIE), Society for Advancement of Consulting (SAC) and International Centre for Business Performance (ICBP-UK).
Maria N. Wall, P. E.
Maria N. Wall, P.E. is a Strategy Management Group Associate. She has over 15 years of experience in engineering, strategic planning, CRM, business intelligence, process improvement, and market analysis. She is recognized for facilitating and leading diverse, cross-functional teams in defining and executing customer-driven business strategies. Maria has helped companies in the financial services, real estate, industrial materials and government sectors build profitable relationships with their customers; analyzing data critical to their business strategy and implementing solutions to improve operational efficiencies and marketing effectiveness.
Previously, Maria worked at Cherokee Investment Partners, Beazer Homes, PricewaterhouseCoopers, American Express, and North Carolina Department of Transportation.
Maria has an MBA in Marketing, Operations, and Information Management from Wharton Business and a BS in Civil Engineering from Virginia Tech.
Sorina started her career in the private sector as HR manager for Coca-Cola in 1992. She developed the HR team and participated in hiring and developing top management team in more factories in Romania.
With over 28 years in Human Resources and 25 years developing and leading own company, Sorina is interested to create long-term partnerships with clients all over the world. In the business relations, Sorina uses her competencies in order to develop programs that are answering to customers needs for performance.
Sorina is trainer and coach by vocation and she works with clients that share the same values: accountability, involvement, authenticity and performance. She has a strong belief that every business connects people and results and that the role of HR processes is to build performance in short and long term perspective. Among the clients with whom she has worked with are Azomures, Autoliv, Veoneer, Mahle, Continental, Celestica, Zeelandia, CRH, Holcim, and Emerson.
Sorina is certified as Thomas Behaviour analyst and Emotional Intelligence consultant, a certified trainer and project manager as well as a trainer in coaching programs for managers. She is a certified Balanced Scorecard Professional (BSP).
She is founder of Alternative Foundation and of HR association in Oradea. Sorina is also co-founder in Rotary Club Oradea Art Nouveau where she is doing voluntary projects. She is member in Professional Women Network.
Sorina has authored many articles in Sales Magazine, Business Review, Cargo magazine but also of stories for kids. Sorina believes that every person should be the best herself or himself and not the best copy of the role model!
Eddy Abou Chakra
Eddy is the Managing Partner at VANGUARDS Consulting with 25+ years of experience in supporting clients solve critical challenges around strategy formulation, organizational design, performance management and information systems in several industries such as banking, FMCG, real estate, hospitality, F&B, healthcare, aviation, government and oil & gas.
His professional background includes various key positions in international firms (including Horwath and BDO International), as well as ADDIMA Consulting, a strategy and management consulting firm.
Eddy’s hands-on expertise lies in formulating strategies, analyzing, auditing and redesigning business processes and leading comprehensive business transformation projects aimed at improving organizational performance, operational efficiency and processes effectiveness.
Eddy is a regular keynote speaker in major strategy and performance management forums in the GCC region. On behalf of the Balanced Scorecard Institute, he recently trained and certified over 2000 government employees from across all government entities in the Kingdom of Saudi Arabia. He also acts as professional advisor for a number of General Managers, Executives and Government Officials within his areas of expertise.
As a Balanced Scorecard Master Practitioner (BSMP), a Certified Information Systems Auditor (CISA), a Key Performance Indicators Professional (KPIP) who holds a Certification in E-Commerce (CEC) and a Performance Measurement Blueprint Methodology (PuMP), Eddy is well equipped to head major turnaround projects in the public and private sectors.
Dr. Michael Court
Michael is a Strategy Management Group Senior Associate and Certified Balanced Scorecard Master Professional. He also guest teaches Strategic Management for the International Graduate School of Business and has lectured in MBA programs in Australia, Hong Kong and Singapore for many years.
Michael’s early career was in economics and accounting with one of KPMG’s Australian predecessors and then the Reserve Bank of Australia. He subsequently completed an MBA at the University of Washington and the Advanced Management Program at the Australian Staff College. He occupied senior executive positions in accounting and finance in the South Australian public sector, culminating as Finance Director and then Secretary of the SA Health Commission. After completing a Ph.D in strategic management, including research periods at the University of Washington and the London School of Economics, he became the inaugural CEO of a private hospitals and health services group and was later appointed by the Government as CEO of a new Statutory Authority. He retired after 7 years of growth to establish his own management consultancy practice.
As a consultant, Michael has worked extensively with major health organizations in reviewing their strategic management structures and systems and developing new national and international programs. He was instrumental in the establishment and development of Osteoporosis Australia and in the growth of specialist surgical training programs into regional centers in Malaysia and Indonesia. He has been responsible for the development of several University strategy courses and the delivery of international surgical conferences in Australia and China.
His most recent balanced scorecard consultancies have included a Papua and New Guinea Savings and Loans Society, an Australian Government superannuation fund and a large ISO certifying company.
Alan V. Fell
Alan is a Strategy Management Group Senior Associate and a UK-based management consultant and trainer who has focused his last 22 years’ experience on the Balanced Scorecard and its practical application as the key enabling tool to achieve effective strategy execution.
After an executive-level career with a major London-based bank, Alan began a second career as an independent consultant / trainer in 1996, having already achieved 3 years’ experience of leading an early BSC program within his former bank. As Alan describes it – “when we started our BSC in 1993 there were no consultants, trainers, text-books nor conferences on the subject. We just had the initial Harvard papers and a lot of initiative and enthusiasm – and hard work. It’s a great way to learn.”
As a trainer, focusing mainly on the Balanced Scorecard and Strategy Execution matters, Alan has conducted well over 300 events across the world, but with a special focus on the Middle East and South East Asia. Alan’s Scorecard assignments have covered a wide range of industry sectors, within family, private and public ownership.
In addition to the conventional development of scorecards, Alan has 3 special areas of interest on the subject:
- Ensuring that organizations make the best use of the Scorecard concept and tool: too many organisations struggle with this aspect of their strategy management
- The “HR Scorecard” which focuses on the development of the Learning & Growth / Organisational Capacity perspective (always the most challenging part of the Scorecard) and the Tier 2 development of the HR function Scorecard
- Applying the Balanced Scorecard concept to SMEs: an exercise in pragmatic adaptation
Alan brings a practical and disciplined approach to his consulting and training assignments with the ultimate focus on helping organisations to improve real-world sustained business performance rather than simply aligning with text-book theory.
Pascale Fressoz, is a Strategy Management Group Senior Associate that has more than 20 years of business experience within an international and multicultural environment, including in North Africa, Africa and Middle East. She worked in England in the IT industry for six years, developing sales activities, then moved into the pharmaceutical industry for sales/marketing and clinical trial management activities (project management). She also worked in the tourism industry as a deputy director before creating her consulting firm. Pascale created a strategy and sustainable development consulting firm, Millenium Entreprises, in Haute-Savoie – France, to help private and public sector organizations in the evaluation, definition and implementation of strategies based on the Balanced Scorecard Institute’s Nine Steps to Success™ methodology.
Pascale worked for business companies, cities, business schools and also UN agencies (France, England, Switzerland, Egypt, Gabon, Gambia, Tunisia, Oman, etc).
With a strong focus on social issues, she created an NGO in 2006 in Geneva, the International Alliance for the Millenium Development Goals (aiodm2015.org), and co-founded the Coalition of NGO for the MDG’s, in 2010. The NGO created sites and focal points in more than 10 countries (Tunisia, Ivory Coast, Senegal, India, etc) . She organised a number of high level conferences on fight against poverty and sustainable development, especially at the UN Palais in Geneva. She is part of different networks and is elected in Thônes and CCVT council (Haute-Savoie).
Pascale has been rewarded by the Ivory Coast government with the “Legion of Honour”. She has also been nominated as Honorous Citizen of the Village of Eri Makouguié, in Africa Ivory Coast, where she implemented an innovative program “AIODM Millenium Villages”
Pascale is the co-author of a chapter of Effective Strategy Execution book of Bernd Heesen and the French Review of Management.
Rami is a Partner at VANGUARDS Consulting with 13+ years Strategy and Management Consulting experience for prestigious organizations such as Ernst & Young and PricewaterhouseCoopers.
Throughout his career, he supported multinationals improve organizational results by translating their strategy into operations from strategy formulation to business process re-engineering and implementation.
Rami’s strategy formulation and execution expertise includes the Balanced Scorecard framework, organizational design, business process management, workflow & manpower optimization, as well as policies and procedures development in the areas of Human Resources, Finance, and Operations.
Rami regularly facilitates strategy formulation, strategy management, business process re/design and Finance related workshops to a variety of clients across different industries such as banks, financial institutions, petrochemicals companies & government entities. As such, he recently trained over 2,000 Saudi Government Officials on Strategy, Balanced scorecard and Performance Management in-line with Kingdom of Saudi Arabia Vision 2030.
He also acts as a professional advisor to a number of General Managers, Executives and Government Officials within his areas of expertise.
Rami is a Balanced Scorecard Master Practitioner (BSMP), a Key Performance Indicators Professional (KPIP) and a Certified Business Process Associate (CBPA). He holds a BS. in Banking and Finance. He is also a member of the Association of Business Process Management Professionals (ABPMP).
Clive is a strategy and business performance focused management consultant with over 25 years’ experience in the international IT and communications industry. He has frequently been at the leading edge of new technology introduction including; internet, mobile, voice products and more recently SaaS and Cloud. He is a motivational leader who has managed business creation, strategy, sales and product development in the UK, Europe, USA and Japan.
Clive has spent his career helping both large and medium sized organisation create and implement effective business strategies. While at IBM he was responsible for the introduction of the first Internet based services into the European marketplace. Following a move to Fujitsu he became the Strategy Director for Application Services, Europe helping the company to get to grips with Cloud based technologies. Clive is certified as a Balanced Scorecard Master Professional.
Farzaneh Majed, BSP, KPIP
Farzaneh is a Strategy Management Group Strategic Partner and Advisory Board Member with over 20 years of successful business development, change management and innovation experience who has a passion for excellence and thrives on driving change. Farzaneh’s extensive career at global level has resulted in many successful initiatives being adopted lucratively. She believes in simplifying processes and delivering results through strategic planning and effective execution.
As the CEO and Managing Partner of Transform Alliance (TA), Farzaneh is committed to assisting organizations achieve transformation through the engagement of TA’s alliance partners. Having identified the mission of the organization, clients are guided and closely monitored on the journey from Strategy Formation and Implementation to Change Management. A key focus throughout is the end result and measurement of the ROI on each project.
Farzaneh joined the Institute for International Research (IIR) Middle East in 1994 and progressed from a position as Conference Manager to the global role of Partnership Director – Professional Development & Learning Division within Informa PLC.
In this capacity, Farzaneh was responsible for consolidating the network of 500 trainers, ensuring consistency of commercial terms, and worked closely with the trainers and training business managers to develop key products. She also transformed the relationships Informa had developed with key accreditation and certification bodies. During her role, Farzaneh reported to the Managing Director and led a team to manage Informa’s pool of subject matter experts more efficiently. She was instrumental in identifying new talent to ensure the sustainability of the business.
Farzaneh is a Key Performance Indicator Professional (KPIP), Balanced Scorecard Professional (BSP) and has a Master’s Certificate in Project Management from George Washington University. She has an Honours degree in Combined Sciences (Statistics & Biology) from University of Brighton in the UK.
Dr. Bob McDonald
Bob is a Balanced Scorecard Institute Senior Associate, a certified Balanced Scorecard Master Professional and Managing Director of a management consulting organization based in Australia. With a PhD in science and experience as a researcher, he brings a strong scientific and evidence-based approach to his work, ensuring that best practice approaches are adopted, while at the same time always looking for new and creative ways of improving processes and outcomes. His main areas of expertise are strategy development and effective implementation, evaluation of major programs and systems, and performance measurement and management. He is passionate about capacity building and supporting organizations to be high performing and delivering sustainable outcomes that exceed their expectations.
Bob has worked in private, public and not-for-profit sectors in a diverse range of areas including manufacturing, tertiary education, health and overseas development. Prior to establishing his own consultancy business in 2009, Bob was Director of Performance with a large regional public health service in Australia where, among other things, he initiated and then oversaw the implementation and cascading of the Balanced Scorecard over an eight-year period. With 15,000 staff, over 40 hospitals and community centers, this was one of the largest implementations in the health sector internationally. Feedback from an evaluation conducted 10 years after commencement was extremely positive with the following comments indicative of those from senior management, ‘The Balanced Scorecard is part of our organizational DNA and what sets us apart as an excellent performing organization’ and ‘I don’t know of a better tool to get an organization focused and staff seeing how they can contribute to success’. Bob continues to play an important role in strategy development and evaluation in the health sector.
Bob has facilitated over 150 Balanced Scorecard and strategy workshops in a variety of settings in Australia, Asia and the Pacific and has led a number of independent reviews or evaluations of organizational programs and systems. He is trained in cross-cultural communication, can speak Indonesian and has lived and worked in South East Asia.
James Meltz is a passionate sales and marketing strategist who partners with companies, governments and entrepreneurs having previously launched two start-up companies himself. He considers himself an architect of change.
After spending more than two decades in the events industry where he has held several key management positions, James joins Transform Alliance (TA) as the COO and Partner with his many years of personal and professional contacts.
Educated in the USA, James has spent several years in the Middle East where global challenges in economic conditions continue to test even the strongest organisations. Both large established companies and SMEs are facing a variety of challenges as they strive to find growth, stay competitive and innovative, while Governments look to move to a more sustainable level of growth, tighten fiscal discipline and continue diversifying their economies. As the strategy of TA is to assist organisations to transform with the engagement of our global alliances, James believes companies can definitely work to find solutions that will improve their ROI, productivity and retention.
James is a Balanced Scorecard Professional (BSP) and has attended Strategy Management Performance Systems from George Washington University.
Charles Odoch Langoya
Charles is a Senior Associate who has over 17 years experience working at management level on strategy development and management in the transformation of public sector institutions. He previously worked for the BSI as embedded Consultant at the Federal Ministry of Health, Ethiopia and was Manager; Corporate Performance Management at Uganda Revenue Authority.
He has facilitated Balanced Scorecard training and development at All Africa Leprosy, Tuberculosis and Rehabilitation Training (ALERT) Centre, the Africa Import Export Bank – Cairo and Harare, Uganda Revenue Authority, The Central Bank of Uganda, Uganda Finance Trust, Uganda Parliamentary Commission, Kenya Electricity Generation Company and The National Bank of Commerce Tanzania. Charles is currently working on a project to revamp the performance of 41 State Owned Enterprises in Ghana.
Charles holds a Masters Degree in Management Sciences and is a development studies profession with a wide range of experience in financial management, activity based costing and budgeting, and organizational culture management. He is an Alumnus of Makerere University – Kampala, Uganda Management Institute, Public Administration International (UK), and Maastricht School of Management (The Netherlands) and is Balanced Scorecard Master Professional certified.
William Sam is an engineer with qualification, professional certification, and experience in electrical, electronics, and software engineering. He is an IEEE Computer Society Certified Software Development Professional and Software Engineering Certified Instructor and also holds the Balanced Scorecard Master Professional Certification jointly issued by Strategy Management Group and the George Washington University Center for Professional Studies.
His experience in the past 19 years includes several ICT and Management Consulting Projects, where his focus has been on Business Process Reengineering and Automation, developing information systems strategic plans, software requirements specifications, software architectures and designs. William has worked in several African countries including Ghana, Nigeria, Egypt, Gambia, Benin and Liberia.
In addition to being a Senior Associate of Strategy Management Group (SMG), William is also Director of Technologies for Balanced Scorecard West Africa (BSWA), a global partner of SMG based in Lagos, Nigeria. At BSWA, in addition to facilitating Balanced Scorecard Professional training, he works with clients to design, develop and automate their Strategic Planning and Execution processes based on the Balanced Scorecard and SMG’s Nine Steps to Success™ methodology.
Kayode is the Managing Director and CEO of Balanced Scorecard West Africa, a global partner of Strategy Management Group (SMG) and a SMG Senior Associate.
He was Managing Director of Access Bank Plc. and Societe Bancaire Nigeria Ltd until April 2004. He also worked with the Central Bank of Nigeria and the then Nal Merchant Bank Plc. He is an expert in structured credit transactions and has led several corporate restructuring exercises and capacity building engagements. He was consultant to the UK Department for International Development (DFID) and the World Bank on Nigerian financial sector review studies and the study of financial integration in Africa.
Kayode holds a Balanced Scorecard Master Professional (BSMP) certification and is a M.Sc. Economics graduate of the University of Lagos, a Fellow (FCIB) and Financial Studies Diploma (DipFS) holder, of the Chartered Institute of Bankers, England, an alumnus of the Lagos Business School Advanced Management Programme and a certified business counselor.
Mark Van Rooyen
Mark is a Strategy Management Group Senior Associate and the lead consultant of BSS Africa, a South African based consulting and training firm owned by PMI Africa.
Mark has more than 25 years experience in facilitating change in organizations. Some of the key areas of expertise are strategic development, change management, performance management, and management development.
Mark’s role as a facilitator, trainer and business coach and his emphasis on practical “how to” strategies and tactics in various industries and governmental sectors, allows him to share his experiences and some proven best practices from a range of disciplines. Some of the private and public organizations that have benefited from Mark’s consulting and training services include: Botswana Ministry of Health, Swaziland National Housing Board, De Beers, Anglo American, BMW SA, Social Security Commission of Namibia, NAMFISA, SEDA, Telkom SA, Botswana Telecoms, African Banking Corporation, FNB Insurance, Central bank of Lesotho, Law Society of South Africa, ECDC, National Communications Agency and many government ministries and departments in southern Africa.
Angela Wainaina is a strategy and performance management consultant and leadership coach. She works with private and public sector organizations to develop and implement strategy by defining clear, measurable, well understood results and performance measures that deliver improved and sustainable results.
With 24 years of management consulting experience in African countries including Kenya, Uganda, Tanzania, Rwanda, Burundi, Zambia, and Ghana, Angela understands the challenges that organizations experience in connecting strategy design and delivering strategic results and targets for performance. She focuses on helping organizations shift from potential performance by moving minds to drive meaningful change and achieve desired results. Her expertise covers strategic planning and execution, performance measurement and management, change management and executive coaching.
Angela has served private and public sector clients including the Kenya Ports Authority, Bank of Tanzania, Ghana Grid Company, Uganda Communications Commission, NITA (Uganda), Muranga County Government, Tana Athi Water Services Board, NHIF, WWF (Kenya), Kenya School of Government, Microenterprise Support Programme Trust (MESPT), Kenya ICT Board, Africa Harvest Bio Tech International, CORAT Africa, New KCC and the Ministry of Health. In the private sector, she has worked with organizations including Simba Corporation, Apex Porto Noveli, HACO Industries, Engie Mobisol, Family Bank, Fusion Investment Management, KCB, CBA, Kenya Nut Company, Naivas, Kenya Women Finance Trust, Kenya Women Holding Company and Naivas.
Prior to founding Coach Consult, Angela was the Consulting Director at BSEA. Before joining BSEA, she worked as an Associate Director with Deloitte Consulting, East Africa in the Strategy & Operations practice and was responsible for leading the delivery of Strategy services. She worked as a Manager with Deloitte Zambia and thereafter with Chemonics International as a Business Process Reengineering Manager under the USAID funded Zambia USAID/Zambia, Millennium Challenge Account Threshold Program. Her career started with Deloitte Emerging Markets in Washington, D.C as a Business Analyst.
Angela holds an MBA in Strategic Planning & Economic Policy from Maastricht School of Management. She is a Balanced Scorecard Master Professional (BSMP), a Certified Performance Measurement Consultant and a Certified Executive Coach. She is a member of the International Coaching Federation and a member of the Institute of Directors, Kenya.